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About Us

Syed Khaleelullah

We are a personal, financial intermediary, offering customized Investment solutions for our clients, with 18 years of hands on experience in understanding client’s needs and suggesting solutions which help them to meet their financial goals.

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Our Achievements

15 Yr
EXPERIENCE AS FINANCIAL ADVISOR
350 +
FAMILY PORTFOLIO
16 Cr
ASSET MANAGED

Life Insurance

Why Choose Us

GIVING KNOWLEDGE TO TEAM MEMBERS
BUILD TRUST AND HONEST RELATIONS THROUGH COMMUNICATION
FUND UNDER MANAGEMENT

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Greeting Of The Day

News

09/09/2025

LIC pays Rs 7,324 cr to Finance Minister as dividend for FY25

Life Insurance Corporation of India (LIC) on Friday said it has paid a dividend cheque of Rs 7,324.34 crore to Finance Minister Nirmala Sitharaman for the 2024-25 financial year.

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21/08/2025

No GST on life, health insurance premiums soon? Here's what it means for you

A proposal has been made to exempt premiums for life and health insurance from Goods and Services Tax (GST), a move that could bring down costs and boost insurance penetration.

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Testimonial

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Vikas kumar

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Syed Asad

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Shirisha